Allegis Investment Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $790K | Buy |
12,969
+8,769
| +209% | +$534K | 0.24% | 89 |
|
|
2017
Q4 | $296K | Sell |
4,200
-1,411
| -25% | -$99.4K | 0.09% | 182 |
|
|
2017
Q3 | $361K | Sell |
5,611
-2,276
| -29% | -$146K | 0.09% | 189 |
|
|
2017
Q2 | $505K | Buy |
+7,887
| New | +$505K | 0.13% | 148 |
|
|
2016
Q1 | – | Sell |
-1,022
| Closed | -$46K | – | 718 |
|
|
2015
Q4 | $46K | Buy |
+1,022
| New | +$46K | 0.03% | 353 |
|